Hello all, I would like to use data contained within a List in my XM Directory in a Dashboard. I managed to do it “manually” by exporting data from my List, importing it in a project, and defining this imported-data survey as a data source in my Dashboard. Works fine, but I need to repeat the process on a regular basis to synchronize my Dashboard with the List. Very tedious !!! Would anyone have a hint on how to automate the process to ensure the Dashboard is updated without any human intervention ? Thanks in advance for your ideas.

Hi Shashi, I managed to activate the “Dashboard setup” option after upgrading my “role” to Brand Administrator. From then on, as you suggested I created an embedded variable to tag the contacts in the List of interest and published the fields required for myDashboard. An important step, is to define the XM Directory as a source and map the data fields in te Setting section. Again, thanks a million for putting me on the right track. Thisfirst experience in soliciting the Qualtrics community, has been very positive indeed !

How to use a List in XM Directory in a CX Dashboard

How to use a List in XM Directory in a CX Dashboard | Experience Community

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